See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,050 | $86,929-14.8% | $102,423-27.7% | $80,856-8.4% |
| Participation rate | 75.0% | 72.4%+2.6pp | 76.5%-1.5pp | 67.6%+7.4pp |
| Annual return | 11.55% | 18.88%-7.3pp | 29.32%-17.8pp | 35.59%-24.0pp |
| Employer contribution / active EE | $2,096 | $2,369-11.5% | $3,023-30.7% | $2,755-23.9% |
| Participant deferral / active EE | $3,717 | $4,118-9.7% | $5,053-26.4% | $4,296-13.5% |
| Admin fee / account holder | $2,100 | $8,049-73.9% | $9,451-77.8% | $6,918-69.6% |